How Oak Harvest Scaled to $1B AUM with LeadCenter
“Over the past four years, we have partnered with LeadCenter to expand its platform, ensuring it supports the entire lifecycle of our client journey. Today, we use LeadCenter to automate marketing, sales, operations, and reporting at Oak Harvest Financial Group.”
— Troy Sharpe, CEO and Founder, Oak Harvest Financial Group
✅ Increase revenue through a higher conversion rate of sales to business.
✅ Reduce no-show rates for appointments and seminars.
✅ Track key performance indicators (KPIs) in real-time.
✅ Lower operational costs by reducing administrative workload for data entry and report preparation.
✅ Reduce technology costs by using an integrated platform, eliminating the need for additional tools and integrations.
— Troy Sharpe, CEO and Founder, Oak Harvest Financial Group
✅ Increase revenue through a higher conversion rate of sales to business.
✅ Reduce no-show rates for appointments and seminars.
✅ Track key performance indicators (KPIs) in real-time.
✅ Lower operational costs by reducing administrative workload for data entry and report preparation.
✅ Reduce technology costs by using an integrated platform, eliminating the need for additional tools and integrations.
